Articles by Dennis Singleton
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Edge AI stocks compared: Qualcomm (QCOM) vs Arm (ARM) vs Ambarella (AMBA)
Qualcomm, Arm, and Ambarella all sell into edge AI, the work of running AI models on devices instead of in data centers, but they make money in different ways. Here is how their businesses and latest quarterly results compare.
Metallus (MTUS) gets a five-year Pentagon shell-steel contract worth up to $995 million, more than its market value
The Defense Logistics Agency awarded Metallus a sole-source contract worth up to $995 million for artillery shell steel. For scale, the five-year ceiling exceeds the Canton, Ohio steelmaker's market value.
New Jersey fines DataOne $1.07 million over unpermitted generators at Nebius (NBIS) site serving Microsoft
New Jersey fined DataOne $1.07 million for running 62 gas generators without air permits at the Vineland data center that DataOne is building for Nebius. DataOne has 45 days to apply for permits.
France's Goncourt Prize drops a debut novel after claims it was written with AI
The Académie Goncourt removed Thélyson Orélien's debut novel from its longlist after an anonymous account said an AI detector flagged it. One jury member called the decision a lynching.
SK Hynix's (SKHY) Solidigm weighs an IPO that could value it at up to $150 billion
SK Hynix's US storage unit Solidigm is considering an IPO as early as next year that could value it at up to $150 billion and raise $15 billion, Reuters reported, citing people familiar with the matter.
Super Micro (SMCI) CEO says SpaceXAI build is moving 'full speed ahead,' teases a year-end surprise
Supermicro CEO Charles Liang said on X that the company is moving full speed ahead on data center work for SpaceXAI and promised a surprise before year-end. He gave no deal size or details.
Oracle (ORCL) is building its New Mexico data center before its power plant has an air permit or a gas supply line
A report released by a New Mexico law group lists what is still unresolved at Oracle's Project Jupiter: the power plant's air permit, a delayed gas pipeline, water limits, tax-break lawsuits, and jobs.
Microsoft (MSFT) brings coding and agents into one Copilot app, with usage-based charges
Microsoft is rebuilding Copilot around Home, Code, and Autopilot, and will bill the heavier agent work by usage. CNBC reported that the move is meant to help Microsoft compete in business AI, where Anthropic has been gaining traction.
Tesla (TSLA) ramps Optimus to hundreds a week as hand and supplier problems persist, report says
Tesla has raised Optimus production from a few dozen robots a week to several hundred, but hand assembly, touch sensors, and supplier quality are slowing the ramp toward 1,000 a week, The Information reported.
Nscale raises $2.36 billion in pre-IPO notes led by Third Point. Nvidia (NVDA) commits $1 billion.
Nscale, which has filed to list on the NYSE, raised $2.36 billion in convertible loan notes led by Third Point, and Nvidia committed another $1 billion due in mid-November. The notes convert into shares automatically when the IPO is completed.
Anthropic commits $11.6 billion to Akamai (AKAM), with a warrant for up to a 5% stake
Anthropic has committed about $11.6 billion to dedicated Akamai cloud capacity for CPU workloads under two seven-year project plans, with room to expand by up to $9 billion. Akamai issued Anthropic a warrant covering the equivalent of about 5% of its common stock, vesting in stages on a first payment and further commitments.
Pasqal (PSQL) reports $80 million in booked business, including grants and tax credits. Firm orders total $41.8 million.
Pasqal reported 70.4 million euros ($80.0 million) of booked and awarded business, a figure that includes grants and tax credits, in its first results as a Nasdaq company. Its firm order book was 36.8 million euros ($41.8 million), and first-half revenue rose 14% to 4.9 million euros.
Google (GOOGL) plans to launch its first AI-chip satellite with Planet Labs next week
Google's first Project Suncatcher satellite, developed with Planet Labs and carrying Google TPUs, is scheduled to launch next week on a SpaceX rideshare. Separately, Google began testing a Gemini feature that calls businesses for Pixel 11 owners.
Quantum stocks compared: IonQ (IONQ) vs Rigetti (RGTI) vs D-Wave (QBTS)
IonQ, Rigetti, and D-Wave all sell quantum computers, but they use different technologies and run businesses of very different sizes. IonQ reported $80.1 million of second-quarter revenue, nearly 10 times Rigetti and D-Wave combined.
Sivers (SIVEF) brings in new wireless and photonics leaders as its photonics CTO plans to retire
Sivers Semiconductors named a new head of its wireless business from Semtech and Qorvo, hired an Amkor veteran to run photonics engineering, and said photonics CTO and CST Global co-founder Andrew McKee will retire at the end of 2026.
Paramount (PSKY) reportedly discussed asking Elon Musk to invest in the company
Paramount Skydance executives have discussed asking Elon Musk to join a group of equity investors, Semafor reported, citing people familiar with the matter. Paramount declined to comment. The company is funding its pending Warner Bros. Discovery purchase partly with up to $46.7 billion of new equity.
Memory stocks compared: Micron (MU) vs SK Hynix (SKHY) vs Samsung vs Sandisk (SNDK) vs Kioxia
Micron and SK Hynix earn most of their revenue from DRAM and HBM, Sandisk and Kioxia make only NAND, and Samsung does both plus phones. All five peaked in June, and only three have a US exchange listing.
Sivers' (SIVEF) partner Win adds laser capacity as Lumentum reports demand exceeding supply
Win Semiconductors, Sivers' foundry partner for lasers, is expanding CW laser capacity and expects meaningful revenue in 2027 and 2028. Lumentum told Stifel that demand for its most powerful AI lasers still exceeds supply.
Rare earth stocks compared: MP Materials (MP) vs USA Rare Earth (USAR) vs Energy Fuels (UUUU)
MP Materials, USA Rare Earth, and Energy Fuels all trade about 50% below their recent peaks, but their businesses differ. China's pause on its October 2025 rare earth controls is scheduled to end November 10.
IonQ (IONQ) jumps on a quantum error-correction claim and a first system for Nvidia's research center
IonQ shares jumped after the company said it built the first end-to-end real-time quantum error decoder on a single CPU, tested on simulated circuits of up to 408 logical qubits. IonQ also said its Superion 256 will be the first on-premises quantum computer at Nvidia's research center in 2027.
CoreWeave (CRWV) signs multi-year deal to power Harell Data's private biotech AI training platform
CoreWeave signed a multi-year deal to run AI training for Harell Data, which says models on its platform train on proprietary biotech datasets without the data leaving it. Data owners earn a revenue share on each training job. No contract value was disclosed.
Innodata (INOD) jumps 14.6% after Hunterbrook report links it to Meta's Muse
Innodata shares jumped 14.6% after a Hunterbrook Capital report argued that Meta's new Muse assistant could be a big win for the AI training-data company. Neither Meta nor Innodata has confirmed the work, and Hunterbrook disclosed it is long the stock.
Qualcomm (QCOM) launches two 2nm Snapdragon chips, with on-device AI leading the pitch
Qualcomm unveiled two flagship Snapdragon chips at its Snapdragon Summit, the 8 Elite Gen 6 and a higher-tier Extreme Gen 6. Both are built on TSMC's 2nm process, and the headline feature is running AI models on the phone instead of the cloud.
Anthropic and OpenAI both launched cheaper AI models on the same day. The frontier race is now a price war.
Anthropic and OpenAI both released cheaper AI models on Tuesday. Claude Opus 5.5 costs 20% less than the model it replaces, and OpenAI's new GPT-6 Sol and Luna are about half the price of their predecessors.